Hi,
I need help to figure out how to automate the process of uploading all completed envelopes (pdfs) into Google drive as soon as they are completed?
So as I understand first step(start) of the workflow will be Event - Completed envelope. Btw, I don’t need all the envelopes, just from certain templates.
Would appreciate any tips on that
Thank you
Hello
Welcome to the DocuSign Community!
Sure! You’re absolutely right that the first step of the workflow will be the Event – Completed Envelope.
To ensure only specific templates trigger the flow, you can add a condition right after the event step. In this condition, you can filter envelopes based on the Template Name.
I’m also sharing a snapshot of how I’ve set it up in my use case this helps restrict the automation to only the desired templates.
Thanks!
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Could you please clarify what happens at this stage, I don’t really understand how to choose something from here.
I can’t select anything...
Ah, I see! Are you using the "Get Signatures" step just before this stage? If so, please note that when an Archive step follows a Get Signatures step, the workflow will not proceed to the Archive step until the Get Signatures step is fully completed and all specified participants have signed.
That might be why you're unable to select or proceed from this point.
Support Article: Configure a Google Store Files Step in an Agreement Workflow DocuSign Community Leaderboard Top 5 contributor Ranked #3 in the Reply Royalty category in DocuSign Community Wrapped 2024Let’s LinkedIn and roll: Pawan Gangwani - EY | LinkedIn
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